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Capital Southwest (CSWC) Competitors

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$23.55 +0.25 (+1.06%)
As of 10:51 AM Eastern
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CSWC vs. ARCC, MFIC, NMFC, OCSL, and SLRC

Should you buy Capital Southwest stock or one of its competitors? Capital Southwest's main competitors and comparable companies include Ares Capital (ARCC), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), Oaktree Specialty Lending (OCSL), and SLR Investment (SLRC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Capital Southwest compare to Ares Capital?

Capital Southwest (NASDAQ:CSWC) and Ares Capital (NASDAQ:ARCC) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, media sentiment, dividends, earnings, valuation, profitability, risk and institutional ownership.

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 27.4% of Ares Capital shares are owned by institutional investors. 2.7% of Capital Southwest shares are owned by insiders. Comparatively, 0.5% of Ares Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Capital Southwest has a net margin of 46.68% compared to Ares Capital's net margin of 30.91%. Capital Southwest's return on equity of 13.88% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
Ares Capital 30.91%9.80%4.50%

Capital Southwest presently has a consensus price target of $23.60, suggesting a potential upside of 0.23%. Ares Capital has a consensus price target of $20.60, suggesting a potential upside of 8.34%. Given Ares Capital's stronger consensus rating and higher possible upside, analysts plainly believe Ares Capital is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73

Capital Southwest has a beta of 0.71, indicating that its share price is 29% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.61, indicating that its share price is 39% less volatile than the broader market.

Ares Capital has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Ares Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.47$113M$1.8113.01
Ares Capital$3.05B4.47$1.30B$1.3514.09

In the previous week, Ares Capital had 1 more articles in the media than Capital Southwest. MarketBeat recorded 10 mentions for Ares Capital and 9 mentions for Capital Southwest. Capital Southwest's average media sentiment score of 1.03 beat Ares Capital's score of 0.69 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
5 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Capital
3 Very Positive mention(s)
6 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital pays out 142.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years.

Summary

Capital Southwest beats Ares Capital on 10 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to MidCap Financial Investment?

Capital Southwest (NASDAQ:CSWC) and MidCap Financial Investment (NASDAQ:MFIC) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, profitability, institutional ownership, dividends, risk, earnings, analyst recommendations and valuation.

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 14.2%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MidCap Financial Investment pays out -344.4% of its earnings in the form of a dividend. Capital Southwest has increased its dividend for 2 consecutive years. MidCap Financial Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Capital Southwest has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.62, indicating that its stock price is 38% less volatile than the broader market.

Capital Southwest currently has a consensus price target of $23.60, suggesting a potential upside of 0.23%. MidCap Financial Investment has a consensus price target of $11.11, suggesting a potential upside of 27.29%. Given MidCap Financial Investment's higher possible upside, analysts plainly believe MidCap Financial Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
MidCap Financial Investment
1 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.11

Capital Southwest has a net margin of 46.68% compared to MidCap Financial Investment's net margin of -9.85%. Capital Southwest's return on equity of 13.88% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
MidCap Financial Investment -9.85%11.17%4.41%

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are owned by institutional investors. 2.7% of Capital Southwest shares are owned by insiders. Comparatively, 0.9% of MidCap Financial Investment shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Capital Southwest has higher earnings, but lower revenue than MidCap Financial Investment. MidCap Financial Investment is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.47$113M$1.8113.01
MidCap Financial Investment$320.88M2.24$63.17M-$0.36N/A

In the previous week, Capital Southwest had 7 more articles in the media than MidCap Financial Investment. MarketBeat recorded 9 mentions for Capital Southwest and 2 mentions for MidCap Financial Investment. Capital Southwest's average media sentiment score of 1.03 beat MidCap Financial Investment's score of -0.83 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
5 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative

Summary

Capital Southwest beats MidCap Financial Investment on 14 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to New Mountain Finance?

New Mountain Finance (NASDAQ:NMFC) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, earnings, valuation, profitability, risk, dividends and media sentiment.

In the previous week, Capital Southwest had 8 more articles in the media than New Mountain Finance. MarketBeat recorded 9 mentions for Capital Southwest and 1 mentions for New Mountain Finance. Capital Southwest's average media sentiment score of 1.03 beat New Mountain Finance's score of 0.00 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
5 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

New Mountain Finance has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.4%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

New Mountain Finance currently has a consensus target price of $8.25, indicating a potential upside of 19.13%. Capital Southwest has a consensus target price of $23.60, indicating a potential upside of 0.23%. Given New Mountain Finance's higher probable upside, equities analysts plainly believe New Mountain Finance is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

Capital Southwest has lower revenue, but higher earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.00$16.49M-$0.47N/A
Capital Southwest$232.10M6.47$113M$1.8113.01

32.1% of New Mountain Finance shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 14.9% of New Mountain Finance shares are owned by insiders. Comparatively, 2.7% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Capital Southwest has a net margin of 46.68% compared to New Mountain Finance's net margin of -16.78%. Capital Southwest's return on equity of 13.88% beat New Mountain Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Capital Southwest 46.68%13.88%6.45%

Summary

Capital Southwest beats New Mountain Finance on 13 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Oaktree Specialty Lending?

Capital Southwest (NASDAQ:CSWC) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, media sentiment, analyst recommendations, profitability, earnings, dividends and valuation.

Capital Southwest has higher earnings, but lower revenue than Oaktree Specialty Lending. Capital Southwest is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.47$113M$1.8113.01
Oaktree Specialty Lending$316.80M3.34$33.92M$0.4825.01

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years.

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 2.7% of Capital Southwest shares are owned by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Capital Southwest has a net margin of 46.68% compared to Oaktree Specialty Lending's net margin of 14.45%. Capital Southwest's return on equity of 13.88% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
Oaktree Specialty Lending 14.45%9.70%4.64%

In the previous week, Capital Southwest had 4 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 9 mentions for Capital Southwest and 5 mentions for Oaktree Specialty Lending. Capital Southwest's average media sentiment score of 1.03 beat Oaktree Specialty Lending's score of 0.06 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
5 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Capital Southwest has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.52, indicating that its stock price is 48% less volatile than the broader market.

Capital Southwest presently has a consensus price target of $23.60, indicating a potential upside of 0.23%. Oaktree Specialty Lending has a consensus price target of $11.83, indicating a potential downside of 1.41%. Given Capital Southwest's stronger consensus rating and higher possible upside, equities analysts plainly believe Capital Southwest is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Capital Southwest beats Oaktree Specialty Lending on 15 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to SLR Investment?

Capital Southwest (NASDAQ:CSWC) and SLR Investment (NASDAQ:SLRC) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, valuation, media sentiment, risk and profitability.

Capital Southwest has a net margin of 46.68% compared to SLR Investment's net margin of 35.20%. Capital Southwest's return on equity of 13.88% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
SLR Investment 35.20%7.96%3.09%

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 10.7%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. SLR Investment pays out 91.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. SLR Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Capital Southwest had 1 more articles in the media than SLR Investment. MarketBeat recorded 9 mentions for Capital Southwest and 8 mentions for SLR Investment. Capital Southwest's average media sentiment score of 1.03 beat SLR Investment's score of 0.10 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
5 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SLR Investment
1 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 35.3% of SLR Investment shares are owned by institutional investors. 2.7% of Capital Southwest shares are owned by company insiders. Comparatively, 8.8% of SLR Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Capital Southwest currently has a consensus price target of $23.60, indicating a potential upside of 0.23%. SLR Investment has a consensus price target of $14.10, indicating a potential upside of 21.19%. Given SLR Investment's higher possible upside, analysts plainly believe SLR Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
SLR Investment
2 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00

Capital Southwest has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, SLR Investment has a beta of 0.69, indicating that its stock price is 31% less volatile than the broader market.

Capital Southwest has higher revenue and earnings than SLR Investment. SLR Investment is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.47$113M$1.8113.01
SLR Investment$218.54M2.90$92.54M$1.358.62

Summary

Capital Southwest beats SLR Investment on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.50B$5.14B$13.38B$13.08B
Dividend Yield10.03%7.55%6.03%15.88%
P/E Ratio13.0329.7924.6525.80
Price / Sales6.471,265.90508.2390.99
Price / Cash10.4747.7747.4551.29
Price / Book1.403.492.696.26
Net Income$113M$417.69M$1.32B$360.95M
7 Day Performance1.80%-0.89%-1.22%-1.81%
1 Month Performance-4.83%5.09%0.81%-4.03%
1 Year Performance6.83%3.17%7.84%2.18%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
3.2844 of 5 stars
$23.55
+1.1%
$23.60
+0.2%
+7.4%$1.50B$232.10M13.0336
ARCC
Ares Capital
2.9879 of 5 stars
$19.44
+0.2%
$20.60
+6.0%
-4.8%$13.93B$3.05B14.404,250
MFIC
MidCap Financial Investment
3.1806 of 5 stars
$9.06
+0.4%
$11.11
+22.6%
-26.1%$743M$320.88MN/AN/A
NMFC
New Mountain Finance
1.8114 of 5 stars
$7.11
+1.7%
$8.25
+16.0%
-25.8%$660.22M$327.08MN/AN/A
OCSL
Oaktree Specialty Lending
1.3205 of 5 stars
$12.46
+0.4%
$11.83
-5.0%
-7.6%$1.09B$316.80M25.96N/A

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This page (NASDAQ:CSWC) was last updated on 10/2/2026 by MarketBeat.com Staff.
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